See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,884 | $91,037+29.5% | $71,671+64.5% | $147,584-20.1% |
| Participation rate | 92.3% | 76.1%+16.2pp | 68.7%+23.6pp | 82.8%+9.5pp |
| Annual return | 21.29% | 20.48%+0.8pp | 20.65%+0.6pp | 578.55%-557.3pp |
| Employer contribution / active EE | $3,197 | $3,327-3.9% | $2,460+30.0% | $4,876-34.4% |
| Participant deferral / active EE | $4,420 | $4,498-1.7% | $3,438+28.6% | $5,439-18.7% |
| Admin fee / account holder | $2,518 | $8,613-70.8% | $5,558-54.7% | $10,885-76.9% |